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PINNED Check for duplicate decedent names.
We continually have issues with multiple users started the same case. Data must be re-entered. I would be helpful to have the system check for duplicates when entering a decedent last name to avoid these types of issues. Even a "merge" record woul...
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Case Management

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Email receipt for payments

Please add the ability to quickly send an email receipt to the payor (assuming an email address is provided) for any payment methods.
Guest over 2 years ago in Case Management / Payments & Adjustments 0 Planned

Claimcheck-checkmark uploaded documents in payment screen

It would be helpful if we could see a checkmark logo or maybe change the font color of claimcheck documents that have been submitted v ones that are still needed. The quick reference tool would be helpful under the "required documents" information...
Guest over 2 years ago in Case Management / Payments & Adjustments 0 Planned

Additional Columns Needed in User Reports - Contract Items

We need the ability to pull more columns of information in the Contract Items (and probably Contract) user reports for all case types. Trade Business Info Pet Business Info Decedent Full Name Location of Death Contract Totals (customer wants line ...
Erin Merriott over 2 years ago in Case Management / User Report 0 Planned

case tag-add spring burial

We have a few options under the case tag section: County Case, Covid Case (suspected), Covid Case (confirmed), Balance Forward, County Case, ND Burial. It would be especially helpful to add a "Spring Burial" or potentially a "Delayed Burial" optio...
Guest over 2 years ago in Case Management / System Report 0 Already exists

Family and Friends come over when link a cash sale to an At Need

Currently, when a FH does a cash sale and links it to an at need, they have to reenter the purchaser name and information. I think it would really help my FHs to be able to select the family and friends from a drop down from the case it is linked to.
Anna Andrews over 2 years ago in Case Management / Family & Friends 0 Planned

Custom Fields: Add type to include Family and Friends

When setting up Custom Fields, as for the Field Type. It would be good if one of the options was to be able to choose from the Family and Friends table.
Guest almost 3 years ago in Case Management / Data Entry 0 Planned

Associate a contact with a organization in the Rolodex

It would be convenient to be able to click on each individual person linked to another rolodex entry. When there are four pastors linked to one church, we have to back out from the screen and look up each individual person. If we could double clic...
Guest almost 3 years ago in Case Management / Rolodex 0 Future consideration

There should be a shortcut button to the calendar from the daily agenda that shows on the Dashboard page so people can go straight into the calendar from that screen.

I have thought this myself and a funeral home brought it up yesterday because they liked the shortcut to templates and case files that appears on each page in the case.
Anna Andrews almost 3 years ago in Case Management / Calendar 0 Planned

Cemetery phone number on disposition page

We get the address but not the phone number on that landing page.
Holly Stammis almost 3 years ago in Case Management / Data Entry 0 Planned

Schedule & Run Reports Pulling Data From 2 Weeks Prior

Users would like the ability to schedule User and System Reports to automatically pull data from 2 weeks prior. Need the following added under Date Range options: Past 2 Weeks Last 2 Weeks
Kaylan Johnson almost 3 years ago in Case Management / Reports & Dashboards 0 Future consideration